← All themes

Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
676	PAM Peninsula Asset Management Bradenton, Florida	$2.54M	+$1K	1	1.9%	Increased
677	CPO Cerity Partners OCIO New York	$2.53M	-$317K	3	0.19%	Reduced
678	CCM Chickasaw Capital Management Memphis, Tennessee	$2.52M	+$110K	1	0.05%	Increased
679	Capital Fund Management (CFM) Paris, France	$2.52M	-$11.3M	1	0.02%	Reduced
680	NG Northstar Group New York	$2.51M	+$708K	1	1.55%	Increased
681	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.51M	-$111K	1	0.03%	Reduced
682	SCM Stevens Capital Management Radnor, Pennsylvania	$2.5M	+$916K	2	0.09%	Increased
683	Hennessy Advisors Inc Novato, California	$2.46M	-$171K	1	0.08%	Reduced
684	PC Palo Capital Newport Beach, California	$2.46M	-$11.1K	2	1.39%	Reduced
685	BAM Boyar Asset Management New York	$2.41M	-$75.1K	1	1.77%	Reduced
686	LTI Laffer Tengler Investments Nashville, Tennessee	$2.4M	-$1.17M	1	0.61%	Reduced
687	SAA Southeast Asset Advisors Thomasville, Georgia	$2.4M	+$144K	1	0.78%	Increased
688	RAM Roumell Asset Management Chevy Chase, Maryland	$2.35M	+$2.39M	1	5.19%	New
689	FRM Fox Run Management Greenwich, Connecticut	$2.33M	-$188K	4	0.81%	Reduced
690	CW Cobiz Wealth Denver, Colorado	$2.32M	-$2.11M	1	0.52%	Reduced
691	PRHC P.R. Herzig & Co Roslyn Heights, New York	$2.3M	-$206K	1	4.46%	Reduced
692	Wolverine Asset Management Chicago, Illinois	$2.29M	-$40K	4	0.03%	Reduced
693	Stratos Wealth Partners Beachwood, Ohio	$2.29M	+$237K	2	0.12%	Increased
694	AAM Azzad Asset Management Falls Church, Virginia	$2.29M	-$747K	3	0.82%	Reduced
695	Comgest Global Investors Paris, France	$2.27M	+$2.17M	1	0.06%	New
696	AW ACG Wealth Atlanta, Georgia	$2.26M	+$288K	1	0.37%	Increased
697	Boston Partners Boston, Massachusetts	$2.26M	$0	1	0%	Maintained
698	WIC Willis Investment Counsel Gainesville, Georgia	$2.23M	-$12.4K	1	0.17%	Reduced
699	ALPS Advisors Denver, Colorado	$2.21M	+$9.99K	4	0.02%	Increased
700	DF Donoghue Forlines Boston, Massachusetts	$2.2M	+$2.11M	1	0.25%	New